Culpepper Group LLC
RIASEC Registered
Total AUM
$20M
Discretionary
$5M
25% of AUM
Avg account
$5M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148909
- Website
- www.culpeppergroupllc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Culpepper Group LLC is a small, privately held limited liability company controlled by an individual owner that provides advisory services to institutional clients. The firm’s filings identify pension consulting among its advisory activities and it charges a mix of percentage-of-AUM and fixed fees. Culpepper Group does not identify itself as a multi-state adviser or an active ESG investor, and it is not listed as a capital allocator or related adviser. Regulatory classification on its public snapshot is unclassified.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
John Gepfert
CEOCRD 2794125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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